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Average Ratings 0 Ratings

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ease
features
design
support

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Description

You can manage all your accounting and bookkeeping clients from one place with customized user rights. One-click access to Sage subscriptions for your clients. Sign up for your Sage Partner Edition account to get Sage Accounting Plus and Payroll 5 employees free of charge for your practice. In just a few clicks, migrate and subscribe new clients for cloud-based bookkeeping and payroll. You have complete control over client access. Become more efficient. Data syncs automatically across cloud apps for data automation, bookkeeping and payroll, as well as bank reconciliation, reporting, accounts, tax, and bookkeeping. This software was created by accountants for accountants. It allows for one-click access to all the necessary compliance information and integrates online with other accounting software. You can manage your client workflow from beginning to end in one place thanks to seamless integrations that automatically sync data between Sage bookkeeping and VAT, payroll, compliance software, and compliance software.

Description

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ace Cloud Hosting
Axis LMS
CCH Axcess Tax
Drake Tax
Gmail
Google Sheets
Mailchimp
Microsoft Outlook
MyTAXPrepOffice
Rightworks
Sage Accounting
Sage Payroll
Schedulista
TaxAct
TaxSlayer
Verito
Xero
Yahoo Finance
Zapier
iCloud

Integrations

Ace Cloud Hosting
Axis LMS
CCH Axcess Tax
Drake Tax
Gmail
Google Sheets
Mailchimp
Microsoft Outlook
MyTAXPrepOffice
Rightworks
Sage Accounting
Sage Payroll
Schedulista
TaxAct
TaxSlayer
Verito
Xero
Yahoo Finance
Zapier
iCloud

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$58 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Sage

Founded

1981

Country

United Kingdom

Website

www.sage.com/en-gb/accountants/products/partner-edition/

Vendor Details

Company Name

TaxDome

Founded

2017

Country

United States

Website

taxdome.com

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Alternatives

Alternatives